VBMFX vs. VDIGX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Dividend Growth Fund (VDIGX).
VBMFX is managed by Vanguard. It was launched on Dec 11, 1986. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
VBMFX vs. VDIGX - Performance Comparison
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VBMFX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBMFX Vanguard Total Bond Market Index Fund | -0.30% | 7.05% | 1.15% | 5.62% | -13.25% | -2.04% | 7.63% | 8.61% | -0.34% | 3.45% |
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, VBMFX achieves a -0.30% return, which is significantly higher than VDIGX's -5.09% return. Over the past 10 years, VBMFX has underperformed VDIGX with an annualized return of 1.50%, while VDIGX has yielded a comparatively higher 11.54% annualized return.
VBMFX
- 1D
- 0.21%
- 1M
- -1.63%
- YTD
- -0.30%
- 6M
- 0.35%
- 1Y
- 3.55%
- 3Y*
- 3.40%
- 5Y*
- 0.08%
- 10Y*
- 1.50%
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
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VBMFX vs. VDIGX - Expense Ratio Comparison
VBMFX has a 0.15% expense ratio, which is lower than VDIGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VBMFX vs. VDIGX — Risk / Return Rank
VBMFX
VDIGX
VBMFX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Dividend Growth Fund (VDIGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VBMFX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.19 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.39 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 0.40 | +1.22 |
Martin ratioReturn relative to average drawdown | 4.56 | 1.57 | +2.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBMFX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.19 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.68 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.74 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.60 | +0.36 |
Correlation
The correlation between VBMFX and VDIGX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VBMFX vs. VDIGX - Dividend Comparison
VBMFX's dividend yield for the trailing twelve months is around 3.50%, less than VDIGX's 25.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBMFX Vanguard Total Bond Market Index Fund | 3.50% | 3.76% | 3.57% | 2.99% | 2.49% | 1.72% | 2.31% | 2.63% | 2.47% | 2.45% | 2.43% | 2.71% |
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
VBMFX vs. VDIGX - Drawdown Comparison
The maximum VBMFX drawdown since its inception was -19.08%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VBMFX and VDIGX.
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Drawdown Indicators
| VBMFX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.08% | -45.23% | +26.15% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -9.57% | +6.84% |
Max Drawdown (5Y)Largest decline over 5 years | -18.24% | -16.18% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -19.08% | -32.98% | +13.90% |
Current DrawdownCurrent decline from peak | -3.56% | -7.10% | +3.54% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -6.67% | +3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 2.45% | -1.48% |
Volatility
VBMFX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Total Bond Market Index Fund (VBMFX) is 1.55%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.19%. This indicates that VBMFX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBMFX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 4.19% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 7.66% | -5.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 14.50% | -10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 13.85% | -7.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.96% | 15.69% | -10.73% |